Sentences with phrase «dealer duties to clients»

These claims address areas such as prospectus and other disclosure obligations, restatements, mutual fund trading and marketing, broker - dealer duties to clients and counter-parties, fiduciary duties and insider trading.

Not exact matches

Sales Manager — Duties & Responsibilities Experienced professional with expertise in sales, marketing, and customer service across a variety of industries Utilize skills in organizational structuring, process management, and cost analysis to ensure effective operations Recruit, train, and direct sales, marketing, and customer service staff resulting in record revenue generation Design and implement comprehensive marketing campaigns including all collateral material Build and strengthen supplier, manufacturer, distributor, and dealer relationships Recognized and promoted for excellence in management, staff development, and record breaking sales Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Set and strictly adhere to departmental budgets and timelines Study internal literature and industry publications to become an expert on products and services Successfully collaborate with customer service, marketing, and sales departments Provide exceptional customer service resulting in client satisfaction and referrals Represent company brand with poise, integrity, and positivity